Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Quinn? Claim Your ProfileQuinn Patrick Raftery is an investment advisor representative with Integrated Investment Consultants, LLC, and Little Still. Quinn is a registered investment advisor with the state of Michigan. Quinn has been in the financial industry for over 20 years. Quinn has a diverse background in the financial services industry, having previously worked at J.P.P. EURO-SECURITIES, INC., LAMPE CAPITAL NORTH AMERICA LLC, RBS SECURITIES INC., ABN AMRO INCORPORATED, ODDO SECURITIES CORPORATION, J.P. MORGAN SECURITIES INC., and WESTLB SECURITIES INC. Quinn has a Series 63, Series 65 and Series 7 licenses, and has passed the Securities Industry Essentials (SIE) exam. Quinn specializes in working with high net worth individuals, corporations, and charitable organizations. Quinn is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Insurance compensation
1
2
MI
10/13/2024 - Present
Integrated Investment Consultants, LLC (BLOOMFIELD HILLS MI)
NY
06/01/2016 - 06/04/2018
J.P.P. EURO-SECURITIES, INC. (NEW YORK NY)
NY
09/04/2013 - 05/27/2016
LAMPE CAPITAL NORTH AMERICA LLC (NEW YORK NY)
CT
09/11/2009 - 02/14/2012
RBS SECURITIES INC. (STAMFORD CT)
CT
08/11/2009 - 09/11/2009
ABN AMRO INCORPORATED (STAMFORD CT)
NY
09/05/2006 - 08/03/2009
ODDO SECURITIES CORPORATION (NEW YORK NY)
CA
06/16/2004 - 08/01/2006
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NY
09/11/2001 - 05/20/2004
WESTLB SECURITIES INC. (NEW YORK NY)
IA
Issued 04/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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